How to exclude

[paul_ripley]

Hello

Within our financial system account codes ("groupcoa") are grouped into similar categories called "pl"

Within my set analysis in QV I would like to include some account codes from a pl but not others

The current set analysis is shown below

sum({$<period = {">=$(vStartPeriod_CY)<=$(vEndPeriod_CY)"}, groupcoa -= {'6990'},  pl  = {"A01","B01","F02","F03","F04","G01","F06","L01","O01","J05"
}>} IS_Investment_GBP )

Within the "pl" grouping J05  which contains hundred of account code,  I actually only want to include groupcoa 8950,7950,6950.

How can I restrict the pl grouping J05 to just these 3?

Many thanks

Paul

[sunny_talwar · Accepted solution]

May be this:

Sum({$<period = {">=$(vStartPeriod_CY)<=$(vEndPeriod_CY)"}, groupcoa -= {'6990'},  pl  = {"A01","B01","F02","F03","F04","G01","F06","L01","O01"}>+

$<period = {">=$(vStartPeriod_CY)<=$(vEndPeriod_CY)"}, groupcoa = {8950, 7950, 6950},  pl  = {"J05"}>} IS_Investment_GBP)

[Anonymous]

Hi Paul:

Try this

sum({$<period = {">=$(vStartPeriod_CY)<=$(vEndPeriod_CY)"}, groupcoa -= {'6990','8950','7950','6950'},  pl  = {"A01","B01","F02","F03","F04","G01","F06","L01","O01","J05" }>} IS_Investment_GBP )

OR

sum({$<period = {">=$(vStartPeriod_CY)<=$(vEndPeriod_CY)"}, groupcoa -= {'6990'},  pl  = {"A01","B01","F02","F03","F04","G01","F06","L01","O01","J05" }>} IS_Investment_GBP )

-sum({$<period = {">=$(vStartPeriod_CY)<=$(vEndPeriod_CY)"}, groupcoa = {'8950','7950','6950'}, pl  = {"J05" }>} IS_Investment_GBP )

[paul_ripley]

Thanks again Sunny.  That's really helpful and it worked

[paul_ripley]

Thanks for your help